AMFAX Mutual Fund

AMFAX Mutual Fund

NAV$9.14
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Returns Overview

1 Month
+3.57%
3 Months
+1.40%
6 Months
+5.45%
YTD
+14.17%
1 Year
+22.90%
3 Years (annualized)
-1.51%
5 Years (annualized)
+3.08%
10 Years (annualized)
+2.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AMFAX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
LAB Managed Futures Liquid Index(CSLABMF)
This Mutual Fund (YTD)
+14.17%
Peer Avg (YTD)
+6.77%
vs Peers
+7.40%

AMFAX Mutual Fund Performance

AMFAX performance across multiple time periods: 1-month 3.57%, YTD 14.17%, 1-year 22.90%, 3-year -1.51%, 5-year 3.08%, 10-year 2.75%.

AMFAX returns outperform the peer average of 6.77% YTD. With an expense ratio of 1.70%, investors should weigh costs against performance when evaluating this mutual fund.

AMFAX vs another fund shows side-by-side returns. AMFAX alternatives are available in the Mutual Fund Screener.